Charitable gifts are not just for the holidays Last year and every year, in fact, it is estimated that 30% of the $300 Billion of charitable gifts are made around Christmastime in December. In fact, most recently, 10%, that’s $30 Billion came in the last 48 hours of the year. This is more than procrastination. It’ bad planning. And it’s murder on charities who, after all, operate for all 365 days a year. And it’s murder on advisors who much prefer planning how to make the bes

By nature, I’m an even keeled person. But I must say that I’m currently very excited by a new opportunity that I’m about to introduce to my own family. They don’t know it yet, but very soon we will convene and discuss our family charitable giving plan. Though I know my children and step children and their spouses are incredibly responsible, grounded human beings, the opportunity to give money back to the community as a family will enhance our lives as a family in a multitude